PURUS WEALTH MANAGEMENT, LLC

4675 Macarthur Court
Suite 770
Newport Beach, California 92660
Tel: 949-356-6330

About PURUS WEALTH MANAGEMENT, LLC

PURUS WEALTH MANAGEMENT, LLC, formally registered with the SEC as PURUS WEALTH MANAGEMENT, LLC. The firm was established in 01/23/2015. They have over 1 offices throughout the country.

PURUS WEALTH MANAGEMENT, LLC is a Newport Beach, California based Financial Planning firm with nearly $437,516,475 assets under management, offering retirement planning & investment advisory services to 1456 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174490
SEC#	801-80854
Assets Managed by Firm	$437,516,475
No. of Clients	1456
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1456	$437,516,475
Individuals (other than high net worth individuals)	500	$94,439,821
High net worth individuals	110	$203,948,143
Pension and profit sharing plans	7	$137,801,456
Charitable organizations	Fewer than 5 clients	$462,492
Corporations or other businesses	Fewer than 5 clients	$864,563

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